Group. 
Role:
Gwen supports our Financial Planning Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers.
Qualifications:
- FPC
- CeMAP
What do you enjoy about your role?
I love client interaction and developing a strong and trusted relationship with them. I also love the variety that comes with the role.
What are you passionate about?
Doing the best job I can, whether it be at home or at work.
What do you like most about working for Fiscal Engineers?
Working with a great team who all care deeply about the clients we look after.
What are your interests?
Outside of work I love gardening no matter what the weather is like. I also love travelling and spending time in the Alps whether it be skiing, hiking, cycling or enjoying the great food on offer.
Little books – A balanced work environment
Promoting wellbeing and creating a place of productivity.
